RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Wealth Advisorreportedparalleladvisors.comfirm site, Sep 15, 2026
- Professional profile
- paralleladvisors.com/people/john-kangreportedparalleladvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••••• A•••••••• L•• independent RIA currentsince Jul 28, 2023 · San Francisco, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 17, 2012 to Dec 21, 2022 · San Francisco, Ca
- C••••• S••••• S••••••••• •••• L•• formerOct 17, 2008 to Sep 10, 2012 · San Francisco, Ca
- U•• F•••••••• S••••••• I••• wirehouseSep 20, 2004 to Oct 24, 2008 · San Francisco, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P••••••• A•••••••• L••left Dec 21, 2022, registered Jul 28, 2023 (219 days) · Wirehouse to independent RIA
- C••••• S••••• S••••••••• •••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 10, 2012, registered Aug 17, 2012 (-24 days) · Other
- U•• F•••••••• S••••••• I••• to C••••• S••••• S••••••••• •••• L••left Oct 24, 2008, registered Oct 17, 2008 (-7 days) · Other
- J••• K••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P••••••• A•••••••• L•• (registered 2023-07-28)Dec 21, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address